The Expy Awards
Each year, we recognize the organization and individuals leveraging Total Expert in the most innovative and effective ways. They’re pushing the limits of what’s possible to create unparalleled customer experiences and drive the financial services industry forward. The Expys were created to celebrate their hard work, ingenuity, and dedication to developing customer-centric strategies that support their business goals.
Why nominate your organization for an Expy?
Showcase your organization’s performance and success with the Total Expert platform
Position your organization as a standard-bearer for innovation and excellence among other modern financial institutions
Receive recognition through Total Expert’s post-Accelerate press release and ongoing customer spotlight activities
*The Expy winners will be announced at Accelerate and someone from your organization must be in attendance to win!
Expy categories
The Conductor
The Game Changer
Your organization is driving customer experience to greater heights by harnessing the power of data and putting it into action. The insights you’ve gained are driving meaningful organizational change—all while raising your profile as a strategic leader.
The Technology Trailblazer
Leverage smart technology to forge new paths and drive the industry forward is built into the DNA of your organization. You’re a team of early adopters who know the power to transform your business lies with a strategic, modern technology stack and a willingness to drive meaningful change.
The Modernizer
You’re blowing the doors off dusty pre-conceptions of a financial institution. Your organization is modernizing customer experiences through an innovative sales and marketing approach—in turn, giving your top talent the tools they can’t live without.
The Adopter
Without universal adoption, even the most innovative technology becomes shelfware. Your organization has demonstrated the value of Total Expert and created fervent demand among users, driving significant ROI and sending conversion rates through the roof.
The Expander
Your organization looks across the business to connect customers with the right products and services at the right time. You’re breaking through data silos to maximize ROI and improve the customer experience in all areas of your organization to drive new revenue streams.
The Journey Wiz
While Total Expert makes it easy to create a customized Journey, it takes a dedicated professional to cast the magic spell that drives retention and creates lifelong customers. This individual is a wizard when it comes to building Journeys that engage prospects and customers at the moments that matter and deliver impact with every interaction.
Nurturing Agent Relationships with Purpose-Built Automation
Jelaire Grillo, one of our 2021 Journey Wiz winners from Prosperity Home Mortgage, LLC., collaborated with Total Expert stakeholders to create innovative, complex journeys that connect with customers and prospects.
Nominations for the 2024 Expy Awards is now open. Winners will be announced at Accelerate in June!
Award-winning problem solving
Want to learn how Total Expert customers are achieving these award-winning results? Dive into our customer case studies to hear directly from them!
